Fiduciary Decisions & InsightsTM
Creativity, innovation and doing things the “right” way is what has personified Fiduciary Decisions & InsightsTM since its inception as Fiduciary Benchmarks in 2008.
“Innovation happens when you stop accepting the status quo,”
Tom Kmak, CEO
Fiduciary Decisions & InsightsTM
What We Do
Fiduciary Decisions & InsightsTM provides technology, tools and research that are independent, comprehensive and actionable to Recordkeepers, Broker Dealers, Advisor/Consultants, Banks, DCIOs, TPAs and Plan Sponsors. We build services that are win-win-win for Service Providers, Plans Sponsors and their Participants. Our services range from benchmarking to practice management to plan design to insightful research and more. Bottom line – we will do the right thing to ensure that our clients and their clients can achieve the outcomes that they are pursuing.
Our History
October 2008
Fiduciary Benchmarks is formed
October 2009
Fees, Plan Design and Participant Success benchmarking is launched
July 2011
Plan Profile report for prospecting is introduced
July 2012
408(b) disclosure with benchmarking integration is released
July 2014
Self-service benchmarking portal is launched
July 2015
Value and Fee benchmark report is introduced
October 2015
Customizable analytics and reporting is launched
October 2016
FeeChecker on-demand pricing data is released
April 2017
July 2017
FBi’s first research study – mega market ancillary fees
August 2017
FeeBuilder and 5500 Search introduced
May 2019
Business Management Dashboard practice management solution launched
July 2019
May 2020
Self-paced, interactive training tools launched
April 2021
Fiduciary Benchmarks becomes Fiduciary Decisions & InsightsTM. Watch our rebrand story
